Privacy Notice – New Customers

As part of some new regulations to help protect your personal data we need to let you know about how your personal data is processed by us to perform the services we have agreed with you. We will do this in the privacy notice below .

Data Protection

We will collect and store your personal and financial information which will be handled in accordance with the Data Protection Act 1998 as amended, extended, re-enacted or consolidated from time to time (including without limitation the implementation of the General Data Protection Regulation 2016/679/EC) (data protection legislation). For the purposes of data protection legislation, we are the data controller and we will process your Data in accordance with articles 6 (1)(b), 6 (1)(c) and 9 (1)(a) of the General Data Protection Regulation 2016. We will use your information to ensure proper performance of our agreement with you and to comply with our legal obligations when providing the services as further described below.

We will use your name, address, email address, contact number, date of birth,national insurance number and financial information(‘personal information’) to provide our services to you and verify your identity and this may require us to pass your personal information to our group companies, electronic verification providers, product providers or other financial firms such as lenders, banks, insurers, fund managers and platform providers.Should you decide not to proceed with our services, we will delete your personal information.

We will pass your personal information to Tenet* as they provide compliance services to us. Further detail regarding how Tenet will use your data can be found on it’s website at www.tenetgroup.co.ukor by contacting Tenet on 01132390011.

4. We may be required to pass on your personal information to the Financial Conduct Authority (FCA), Financial Ombudsman Service (FOS) or the Financial Services Compensation Scheme (FSCS) to help with an investigation or complaint or other authorities as required by law.

5. We may need tocollect sensitive personal data including information about your health, ethnic origin, or criminal prosecutions from third parties such as employers and credit reference agencies, fraud prevention agencies and other similar organisations in order to provide you with the services, for example where you require advice on protection or annuity products.

6. You may exercise your right to withdraw your consent and opt-out of receiving any marketing information from us at any time. To opt-out of receiving such information you can click on the unsubscribe button contained in any communication received or email enquireies@jmlassociates.co.uk or call 01932 865500 providing us with your name and contact details.

7. For further information [on how your personal information is used, including your rights to access the personal information, and who to contact if you have any queries] please see our Privacy Policy which is available at on our website or by contacting Michelle Ford at JML (Financial) Associates Ltd, Coveham House, Downside Bridge Road, Cobham, Surrey, KT11 3EP